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guys, this is driving me nuts. I wanted to locate "Process Stage" table and add to it to my solution. Somehow this table ain't showing up for me. I can even use Azure Data Studio to query "select * from processstage" and I get hits. I can also add the "Process" table to my solution, Just that somehow "Process Stage" ain't coming up when open the Tables page in the Maker portal.
Been hanging out with chatgpt for half a day now and follow the precise steps... Just can't get it to come up.
what's going on?
You aren't swimming against the current, just doing things that aren't possible in the new experience yet.
This functionality is all from Dynamics 365 and you can bet Microsoft isn't interested in pissing off all the enterprises that have real-time workflows set up and need a synchronous process so cannot migrate them to Power Automate Flows. Heck I'm pretty sure the system itself still relies on real-time workflows in the background.
It might never really get exposed to the new 'maker' experience since they would have to either let Power Automate be optionally execuded prior to the trigger or create a whole UI for the old-school workflows in the new experience.
Either way, do it and be confident it will be supported for a LONG time.
thank you for this tip. Yes, exactly I want to be able to add a lookup field to processstage table. Tried it and it really works 🙂
I feel like swimming against the current, though. Do something they don't intend me to do and I may suffer the consequences later... like my app breaks overnight after a cloud update. Think i may have to design around this for now. But thanks for the knowledge. I am sure it will come handy at some point.
You won't add this table to your solution, you wouldn't want to customize it at all. When you publish your solution to a production environment the refecnes to this table iwill hook up to the Process Stage table in that environment.
I'm going to go out on a limb and asusme you want to interact with this table to add a lookup to the active stage in a custom table or column of yours, and this is definately possible.
To add a lookup for the Process Stage table, you have to use the classic interface; you can't do it in the modern experience.
These screenshots should help a bit.
If you are not familiar at all with the classic interface, don't let it scare you because it is mostly the same but with the old names. Tables are called entities and columns are called fields.
In my case, I want to add a custom table to track the history of every BPF stage, so I created a table called Stage History and in order to add a lookup for the active stage of my BPF process stage, I had to go into the classic experience as below.
Not every Dataverse Table is exposed via the interface (e.g. some are only available in code such as the many to many intersect tables), if you can't see it as a user with the System Administrator security role then it is probably marked as an internal object. The question is why do you need it? It is an out of the box table that will not have been customized and it should already be in the Target environment.
And to add a minor detail, the fact that I can do
select * from sys.tables where name ='processstage'
and get a hit, I know the table is there. It maybe some configuration or permission issue that's hiding it from me...
So workflow, if your BPF triggers a workflow - in which case include the Workflow that it triggers.
Active Stage id refers to the data. E.g. when a user uses the BPF a instance/transaction record is created and the Active Stage is from that transaction is recorded.
For moving your BPF to a new environment in a Solution, you just need to include the BPF (Process), Table of your BPF, the Global Option Set (only if you have added any new Categories), any Workflows your BPF may call. Also, you will want to update Security Roles as the users will need privileges to your the BPF Table to be able to use it.
I am able to find my BPF table. This table has processid, which refers to an entity in "process" entity (whose underlying table is "workflow" table).
In the BPF table there is also another field called "activestageid". This guid refers to an entity in "Process Stage" (whose underlying table is supposed to be "processstage" table). Strangely, I can use SQL Server Management Studio to query "select * from processstage" to get a hit, but I am not able to add "Process Stage" table to my solution. This goes back to my original question. This table is not found in my developer environment...
When you create a BPF now, a new Table is created for that BPF (i.e. create 3 BPF's get 3 new Tables) - so all you need is to include that new Table (in the old days it used to be structured differently).
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